Quick Review of US PCE Data

华尔街见闻
2026.03.13 13:02

美国 1 月消费者支出几乎没有增长，这表明在持续通胀的压力下，家庭需求依然疲软。尽管数据滞后，但它加剧了人们对通胀的担忧。未来几个月，税收退还和工资增长有望为消费者财务状况提供一定支持。但经济学家认为，鉴于中东冲突带来的更高通胀风险和脆弱的就业市场，未来消费仍面临压力。虽然美联储官员普遍预计下周政策会议将维持利率不变，但如果通胀压力持续上升，降息时间可能会推迟，而特朗普仍在持续要求降息。

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